In this episode of Virtually Live, Shannon Rivkin covers: Aeris Resources (AIS), Pro Medicus (PME), Rio Tinto (RIO) and more.
03:33 – Q1: What do you think about Aeris (AIS) for exposure to increasing copper prices? I am interested in your thoughts on management and how the company is run, as well as its current production and planned developments.
09:33 – Q2: I’m interested on your thoughts about the ETF ASX:HUGE as a good Australian exposure to the largest NASDAQ equities.
I was reading about the US Corporate Repatriation Holiday later this year and would expect these companies to repatriate large amounts of cash which is likely to be used for corporate buy-backs.
13:06 – Q3: Pro Medicus (PME) has lost more than 1/3 from its peak 5 months ago. What happened to it? Is it a buy or a sale?
18:27 – Q4: How do you feel about the proposed merger of Rio Tinto and Glencore relative to the current share price ?
21:30 – Q5: I would like your views on lithium and in particular pls. Prices for both have risen substantially and wouldnt mind your views on whether i should still hold or sell.